Tuesday, June 11

11:15 a.m.-12:15 p.m.

Connecting Customer Experience to the Bottom Line 

Brooks Dameier, Customer Service Profiles


The importance of your customers’ perceptions cannot be overstated, and too often, that insight is underutilized. Join us to gain knowledge of the effects of customer engagement and learn how harnessing it can influence your financial institution’s sales, retention rates and profitability. We’ll also discuss the best practices for structuring an effective customer experience program to support long term growth.

New Technologies: The Future of Payments

Patrick Dix, SHAZAM


Evolving and emerging technologies like chip, P2P and voice payments mean the competitive landscape is shifting and businesses of all sizes need to stay informed about the changing payments landscape. To remain relevant and competitive, you need to understand today’s payment trends and consider how to meet the demands of modern commerce. Explore the benefits of new technologies, the challenges they present and how increased options on payment networks could mean higher profitability for your institution.

IT Outsourcing – reducing risk and improving the bottom line 

Beth Johnson , RSM US LLP


This session will provide an overview of the current market challenges and why banks and other financial institutions are migrating heavily to IT outsourcing.  The presentation will articulate what all is involved in IT managed services and discuss the business benefits of using IT outsourcing or co-sourcing to address skills gaps/labor shortages and risk reduction as well as share ways to get started with IT outsourcing.